Integration of planning software into turnkey wealth management platform to benefit independent advisors and PMs
Conquest Planning is continuing to extend its footprint within the Canadian wealth space through a newly announced partnership with Purpose Advisor Solutions (PAS).
Through the partnership, PAS is including Conquest Planning software in its overall advisor offering, integrating the technology in its Advisor Centre along with d1g1t’s portfolio management and analytics software.
Independent advisors and portfolio managers who sign up with PAS’s turnkey wealth management platform now have the opportunity to leverage an array of modern capabilities including digital account onboarding, administration and servicing, and goals-based planning platform integration with portfolio management, as well as enhanced performance reporting. Taken together, they promise to provide a more holistic client experience that can transform people’s lives.
“Our goal at Purpose Advisor Solutions is to power a modern client-advisor experience with truly connected tools that enhance their wealth relationships. Our advisors have been clear on the need to provide goal-based planning,” said PAS Managing Partner and CEO Jeff Gans. “We are excited to continue to build out new capabilities together.”
With the aim of helping advisors and portfolio managers make the leap toward independence, PAS takes on the challenge of building and connecting everything they need to achieve success, both for themselves and for clients. The Conquest application, developed by the minds behind the industry-leading NaviPlan platform, offers a true digital co-planning experience that can help achieve that goal.
“We are thrilled that Purpose has selected us as their planning engine. The need to support the independent advisor space with an integrated technology platform is greater than ever before,” said Brad Joudrie, chief revenue officer at Conquest Planning. “We continue to receive significant interest from the independent advisor space, and this relationship marks one more way we are able to serve financial advisors in a meaningful way.”
